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Disclosery

MATHER GROUP, LLC.: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATHER GROUP, LLC. on DFAE, newest first. How the timeline and the estimate are built.

MATHER GROUP, LLC. held 12,473,477 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,473,477 shares
    Change vs previous 13F +385,825 shares

    4.38% of the 13F portfolio, value $501,558,511.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,087,652 shares
    Change vs previous 13F -78,969 shares

    4.08% of the 13F portfolio, value $409,287,883.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,166,621 shares
    Change vs previous 13F +13,817 shares

    4.08% of the 13F portfolio, value $396,266,841.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,152,804 shares
    Change vs previous 13F +22,840 shares

    3.87% of the 13F portfolio, value $383,177,917.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,129,964 shares
    Change vs previous 13F +1,481,138 shares

    3.75% of the 13F portfolio, value $351,162,470.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,648,826 shares
    Change vs previous 13F +1,703,887 shares

    3.19% of the 13F portfolio, value $275,698,101.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,944,939 shares
    Change vs previous 13F +2,809,595 shares

    2.94% of the 13F portfolio, value $226,933,102.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,135,344 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $168,169,780.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).